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Naviter Wealth’s Sony SONY Stock Holding History

Naviter Wealth’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.73M Buy
131,968
+8,059
+7% +$181K 0.34% 69
2025
Q4 		$3.17M Sell
123,909
-25,095
-17% -$705K 0.41% 54
2025
Q3 		$4.29M Buy
149,004
+4,844
+3% +$130K 0.5% 44
2025
Q2 		$3.75M Buy
144,160
+5,320
+4% +$133K 0.46% 47
2025
Q1 		$3.48M Buy
138,840
+530
+0.4% +$12.2K 0.42% 59
2024
Q4 		$2.93M Sell
138,310
-17,340
-11% -$338K 0.35% 72
2024
Q3 		$3.01M Buy
155,650
+9,755
+7% +$178K 0.42% 60
2024
Q2 		$2.48M Buy
145,895
+18,370
+14% +$304K 0.37% 76
2024
Q1 		$2.19M Buy
127,525
+18,000
+16% +$331K 0.36% 75
2023
Q4 		$2.07M Buy
109,525
+22,930
+26% +$398K 0.42% 64
2023
Q3 		$1.43M Buy
86,595
+8,055
+10% +$141K 0.34% 74
2023
Q2 		$1.41M Buy
78,540
+8,050
+11% +$151K 0.36% 72
2023
Q1 		$1.28M Buy
70,490
+3,120
+5% +$54.1K 0.45% 55
2022
Q4 		$1.2M Buy
67,370
+5,515
+9% +$82.4K 0.33% 72
2022
Q3 		$792K Buy
61,855
+6,375
+11% +$102K 0.32% 75
2022
Q2 		$907K Buy
+55,480
New +$983K 0.37% 59

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Naviter Wealth's SONY Position: Q1 2026 in Review

Naviter Wealth increased its Sony (SONY) stake by 6.5% in Q1 2026, buying an estimated $181K and bringing the position to 131,968 shares worth $2.73M. The position accounts for 0.34% of the portfolio, ranked #69.

Naviter Wealth first reported a position in SONY in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.29M in Q3 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Naviter Wealth held 131,968 shares of Sony worth $2.73M as of Q1 2026.
  • Naviter Wealth bought 8,059 Sony shares in Q1 2026, an estimated $181K.
  • Sony made up 0.34% of Naviter Wealth's portfolio in Q1 2026, its #69 holding.
  • Naviter Wealth first reported a position in Sony in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Sony position peaked at $4.29M in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.